Carson Wealth (CWM LLC)’s New England Realty Associates NEN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-238
| Closed | -$17K | – | 5029 |
|
|
2024
Q2 | $17K | Sell |
238
-280
| -54% | -$20K | ﹤0.01% | 3224 |
|
|
2024
Q1 | $37K | Hold |
518
| – | – | ﹤0.01% | 2500 |
|
|
2023
Q4 | $36K | Sell |
518
-142
| -22% | -$9.87K | ﹤0.01% | 2371 |
|
|
2023
Q3 | $44K | Hold |
660
| – | – | ﹤0.01% | 2143 |
|
|
2023
Q2 | $48K | Hold |
660
| – | – | ﹤0.01% | 2022 |
|
|
2023
Q1 | $47K | Hold |
660
| – | – | ﹤0.01% | 1905 |
|
|
2022
Q4 | $47K | Hold |
660
| – | – | ﹤0.01% | 1781 |
|
|
2022
Q3 | $51K | Hold |
660
| – | – | ﹤0.01% | 1642 |
|
|
2022
Q2 | $51K | Hold |
660
| – | – | ﹤0.01% | 1621 |
|
|
2022
Q1 | $53K | Hold |
660
| – | – | ﹤0.01% | 1587 |
|
|
2021
Q4 | $45K | Buy |
+660
| New | +$45K | ﹤0.01% | 1610 |
|
|
2021
Q2 | $40K | Hold |
660
| – | – | ﹤0.01% | 1489 |
|
|
2021
Q1 | $40K | Hold |
660
| – | – | ﹤0.01% | 1489 |
|
|
2020
Q4 | $40K | Hold |
660
| – | – | ﹤0.01% | 1489 |
|
|
2020
Q3 | $40K | Hold |
660
| – | – | ﹤0.01% | 1489 |
|
|
2020
Q2 | $40K | Hold |
660
| – | – | ﹤0.01% | 1489 |
|
|
2020
Q1 | $40K | Hold |
660
| – | – | ﹤0.01% | 1489 |
|
|
2019
Q4 | $40K | Hold |
660
| – | – | ﹤0.01% | 1489 |
|
|
2019
Q3 | $40K | Hold |
660
| – | – | ﹤0.01% | 1489 |
|
|
2019
Q2 | $40K | Hold |
660
| – | – | ﹤0.01% | 1489 |
|
|
2019
Q1 | $40K | Buy |
+660
| New | +$40K | ﹤0.01% | 1489 |
|